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Public Storage

792 hedge funds and large institutions have $31.9B invested in Public Storage in 2020 Q4 according to their latest regulatory filings, with 125 funds opening new positions, 256 increasing their positions, 259 reducing their positions, and 49 closing their positions.

New
Increased
Maintained
Reduced
Closed

155% more first-time investments, than exits

New positions opened: 125 | Existing positions closed: 49

9% more funds holding

Funds holding: 727792 (+65)

2% more capital invested

Capital invested by funds: $31.4B → $31.9B (+$530M)

1% less repeat investments, than reductions

Existing positions increased: 256 | Existing positions reduced: 259

3% less call options, than puts

Call options by funds: $94.9M | Put options by funds: $97.6M

1.71% less ownership

Funds ownership: 80.71%79.01% (-1.7%)

15% less funds holding in top 10

Funds holding in top 10: 1311 (-2)

Holders
792
Holders Change
+65
Holders Change %
+8.94%
% of All Funds
14.02%
Holding in Top 10
11
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-15.38%
% of All Funds
0.19%
New
125
Increased
256
Reduced
259
Closed
49
Calls
$94.9M
Puts
$97.6M
Net Calls
-$2.77M
Net Calls Change
+$17.8M
Name Holding Trade Value Shares
Change
Change in
Stake
BAM
576
Barrett Asset Management
New York
$261K
TA
577
Tectonic Advisors
Texas
$259K +$258K +1,124 New
WCG
578
Weaver Consulting Group
California
$258K -$43.8K -191 -15%
WOC
579
West Oak Capital
California
$256K
QCM
580
Quantinno Capital Management
New York
$254K
VPIM
581
Vanguard Personalized Indexing Management
California
$254K +$252K +1,100 New
CFGS
582
Concourse Financial Group Securities
Alabama
$252K +$26.6K +116 +12%
WPP
583
Whalerock Point Partners
Rhode Island
$251K +$193K +843 +348%
AF
584
Advisornet Financial
Minnesota
$250K -$149K -649 -37%
TVWM
585
Tower View Wealth Management
Wisconsin
$250K +$5.5K +24 +2%
DWP
586
Destiny Wealth Partners
Florida
$250K +$248K +1,082 New
FIM
587
Freedom Investment Management
Connecticut
$248K -$28.4K -124 -10%
ATC
588
Argent Trust Co
Tennessee
$244K
PCFFS
589
Pacific Center for Financial Services
California
$243K
CG
590
Caprock Group
Idaho
$243K +$241K +1,051 New
TCOV
591
Trust Company of Vermont
Vermont
$242K
TFA
592
Teamwork Financial Advisors
Texas
$241K -$18.3K -80 -7%
SAM
593
Secure Asset Management
Michigan
$240K +$2.06K +9 +0.9%
1WA
594
180 Wealth Advisors
Washington
$239K -$13.5K -59 -5%
QCG
595
Quadrant Capital Group
Ohio
$239K -$13.3K -58 -5%
SCM
596
Shelton Capital Management
Colorado
$239K
SXL
597
Summit X LLC
Missouri
$239K +$16.7K +73 +8%
NA
598
NewEdge Advisors
Louisiana
$233K +$458 +2 +0.2%
BEI
599
Benjamin Edwards Inc
Missouri
$232K -$62.1K -271 -21%
AIM
600
Anchor Investment Management
South Carolina
$231K

PSA Hedge Fund Activity: Q4 2020 in Review

792 of the 5,651 institutional investors tracked by Wall St. Rank reported a position in Public Storage (PSA) for Q4 2020, worth a combined $31.9B — up 1.7% from $31.4B a quarter earlier.

Buyers outnumbered sellers: 125 funds opened new PSA positions and 49 closed out — a net gain of 76 holders — while 256 added to existing stakes and 259 trimmed.

The largest buyer was Canada Pension Plan Investment Board, adding an estimated $158M. The largest seller was Capital International Investors, cutting an estimated $344M.

  • 792 institutional investors held Public Storage (PSA) as of Q4 2020, up from 727 in Q3 2020.
  • Funds reported $31.9B of Public Storage stock for Q4 2020, up 1.7% quarter-over-quarter.
  • 125 funds opened new Public Storage positions in Q4 2020 and 49 closed out, a net change of +76 holders.
  • The largest Public Storage buyer in Q4 2020 was Canada Pension Plan Investment Board, an estimated $158M added.
  • The largest Public Storage seller in Q4 2020 was Capital International Investors, an estimated $344M sold.

Based on aggregated 13F filings for Q4 2020.